Sending Notifications from the Campaigns Page

The Campaigns page allows you to quickly contact users involved in a sales collection campaign.

This is commonly used to:

• Remind users to submit outstanding sales data

• Follow up on missing or incomplete submissions

Where Notifications Are Sent From

Notifications can be sent from within a sales collection campaign.

1. Log into the Sales Collection Portal

2. Go to Collection

3. Select Campaigns

4. Open the campaign you want to work with

Step 1: Filter the Campaign (Optional)

Before sending a notification, you can use filters to narrow down the list.

Common examples include filtering by:

• Submission status (for example, not yet submitted)

• Period

• Collection dates

This helps ensure you only contact the users you need to.

Step 2: Select Users Using Checkboxes

On the campaign page:

1. Use the checkboxes on the left-hand side of the table

2. Select one or multiple rows

Your selection determines who will receive the notification.

Step 3: Send a Push Notification

To send a push notification:

1. Select one or more rows using the checkboxes

2. Click Send Push at the bottom of the page

A slide-in panel opens on the right-hand side.

1. Enter:

   • Title

   • Message body

2. Review your message

3. Send the notification

The push notification is sent to all selected users who have access to the app.

Example Use Case

You may want to:

• Filter the campaign to show only users who have not yet submitted data

• Select all filtered rows

• Send a single push notification reminding them to complete their submission

This allows you to follow up quickly without contacting users individually.

Step 4: Send an Email Notification

You can also send an email using the same selection process.

1. Select one or more rows using the checkboxes

2. Choose the Send Email option

Your default email client will open automatically with:

• Recipients pre-filled

• Only users with the relevant sales collection contact tag included

You can then:

• Add your subject line

• Write your message

• Send the email as normal

This is useful if users do not regularly check app notifications or if a longer message is required.